Latest Institutional Transactions on J P Morgan Exchange Traded Fd (JEPI)
This table provides information on the latest institutional transactions involving J P Morgan Exchange Traded Fd (JEPI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.6K+ 5.87% |
$265K - $280K
|
83K
$4.71M
|
|
|
Mar 11, 2025
Q4 2024
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
22.6KNew |
$1.3M - $1.38M
|
22.6K
$1.28M
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
4.88KNew |
$281K - $297K
|
4.88K
$277K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-957- 2.97% |
$55.1K - $58.2K
|
31.3K
$1.77M
|
|
|
Mar 06, 2025
Q4 2024
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
9.06KNew |
$521K - $551K
|
9.06K
$514K
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-2.64K- 15.01% |
$152K - $161K
|
14.9K
$847K
|
|
|
Mar 05, 2025
Q4 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-495- 1.59% |
$28.5K - $30.1K
|
30.7K
$1.74M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.19K+ 20.5% |
$68.5K - $72.4K
|
7K
$397K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
299New |
$17.2K - $18.2K
|
299
$17K
|
|
|
Mar 03, 2025
Q4 2024
|
Fluent Financial, LLC
|
SELL
|
- |
-40- 1.12% |
$2.3K - $2.43K
|
3.53K
$200K
|
|
|
Mar 03, 2025
Q4 2024
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
5.45K+ 1.4% |
$314K - $332K
|
396K
$22.5M
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-72- 0.4% |
$4.14K - $4.38K
|
17.9K
$1.01M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
700New |
$40.3K - $42.6K
|
700
$39.7K
|
|
|
Feb 27, 2025
Q4 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
11.4KNew |
$653K - $691K
|
11.4K
$644K
|
|
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
41.1KNew |
$2.37M - $2.5M
|
41.1K
$2.33M
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
6.02KNew |
$346K - $366K
|
6.02K
$341K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
80K+ 29.75% |
$4.6M - $4.87M
|
349K
$19.8M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
8.95KNew |
$515K - $544K
|
8.95K
$507K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-23.5K- 6.46% |
$1.35M - $1.43M
|
340K
$19.3M
|
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-381K- 98.22% |
$21.9M - $23.2M
|
6.91K
$392K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
14.6K+ 53.53% |
$842K - $890K
|
42K
$2.38M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
45.1KNew |
$2.59M - $2.74M
|
45.1K
$2.55M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
48K+ 85.16% |
$2.76M - $2.92M
|
104K
$5.91M
|
|
|
Feb 24, 2025
Q4 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
6KNew |
$345K - $365K
|
6K
$340K
|
|
|
Feb 21, 2025
Q4 2024
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
12.5KNew |
$717K - $758K
|
12.5K
$706K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-79.2K- 26.8% |
$4.55M - $4.82M
|
216K
$12.3M
|
|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
124KNew |
$7.15M - $7.56M
|
124K
$7.05M
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-364- 4.41% |
$20.9K - $22.1K
|
7.89K
$447K
|
|
|
Feb 19, 2025
Q4 2024
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
94.2KNew |
$5.42M - $5.73M
|
94.2K
$5.34M
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
117K+ 6.75% |
$6.71M - $7.09M
|
1.84M
$105M
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
9.05K+ 1.37% |
$521K - $550K
|
669K
$37.9M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-5.75K- 28.9% |
$331K - $350K
|
14.1K
$802K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
7.05K+ 15.17% |
$406K - $429K
|
53.5K
$3.03M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
16.6K+ 122.7% |
$956K - $1.01M
|
30.2K
$1.71M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
510+ 1.63% |
$29.3K - $31K
|
31.8K
$1.8M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
87.3KNew |
$5.02M - $5.31M
|
87.3K
$4.95M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.01K- 1.08% |
$57.9K - $61.3K
|
92.4K
$5.24M
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
42.3KNew |
$2.43M - $2.57M
|
42.3K
$2.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
9.46KNew |
$544K - $575K
|
9.46K
$536K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
216K+ 69.11% |
$12.4M - $13.2M
|
530K
$30M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23.1K+ 1.19% |
$1.33M - $1.41M
|
1.97M
$112M
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Bode, LLC
|
SELL
|
- |
-6.92K- 27.64% |
$398K - $421K
|
18.1K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-27.9K- 40.12% |
$1.61M - $1.7M
|
41.7K
$2.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-3.8K- 1.81% |
$219K - $231K
|
206K
$11.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.39K- 1.21% |
$195K - $206K
|
276K
$15.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.22K- 11.68% |
$70.1K - $74.1K
|
9.21K
$522K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.21K+ 7.24% |
$69.4K - $73.4K
|
17.9K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
15K+ 6.02% |
$861K - $910K
|
263K
$14.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
14.3K+ 6.63% |
$823K - $870K
|
230K
$13M
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.17K+ 2.01% |
$125K - $132K
|
110K
$6.25M
|